CDIONasdaqIn Vitro & In Vivo Diagnostic SubstancesFiscal year ends December 31Also trades as CDIOW
Cardio Diagnostics Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$1.64−0.05 (-2.96%)
Close on Oct 19, 2026
- Market cap
- $4.85M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
0M
Shares held, 13F filers
Institutional holders
17
4 new, 3 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CDIO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 49,200 | – | $107.75K | +33,852 | 0.00% |
| BlackRock, Inc. | 34,708 | – | $76.01K | – | 0.00% |
| Geode Capital Management, LLC | 26,233 | – | $57.45K | −5,944 | 0.00% |
| Vanguard Capital Management LLC | 20,155 | – | $44.14K | – | 0.00% |
| Citadel Advisors LLC | 19,071 | – | $41.77K | New | 0.00% |
| XTX Topco Ltd | 16,093 | – | $35.24K | New | 0.00% |
| Jane Street Group, LLC | 11,933 | – | $26.13K | −69,350 | 0.00% |
| State Street Corp | 10,099 | – | $22.12K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 2,824 | – | $6.19K | −1,145 | 0.00% |
| Tower Research Capital LLC (TRC) | 1,809 | – | $3.96K | −383 | 0.00% |
| UBS Group AG | 656 | – | $1.44K | −9,263 | 0.00% |
| Wolverine Asset Management LLC | 104 | – | $228 | – | 0.00% |
| Morgan Stanley | 100 | – | $219 | – | 0.00% |
| SHP Wealth Management | 16 | – | $35 | – | 0.00% |
| Osaic Holdings, Inc. | 16 | – | $35 | – | 0.00% |
| SBI Securities Co., Ltd. | 10 | – | $22 | – | 0.00% |
| Wells Fargo & Company/Mn | 2 | – | $4 | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | 0M | 4 / 1 | 5 / 3 | 0M | 0M |
| Q1 2026 | 16 | 0M | 6 / 3 | 3 / 5 | 0M | 0M |
| Q4 2025 | 16 | 0M | 3 / 3 | 5 / 1 | 0M | 0M |
| Q3 2025 | 14 | 0M | 2 / 4 | 2 / 4 | 0M | 0M |
| Q2 2025 | 16 | 0M | 16 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CDIO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Extended Market Index Fund | 20,155 | – | $44.14K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 17,089 | – | $31.27K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 2,826 | – | $5.17K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 2,251 | – | $4.12K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 398 | – | $728 | 0.00% | May 31, 2026 |
| Blackstone Alternative Multi-Strategy Fund | -15 | – | -$33 | -0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| James Intrater | Director | 71,596 | Jul 2, 2026 |
| Peter K. Fung | Director | – | Jul 2, 2026 |
| Wendy J. Betts | Director | – | Jul 2, 2026 |
| Paul Frederick Burton | Director | 8,803 | Jul 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Timur Dogan Chief Technology Officer | Sep 6, 2024 | Buy | +68,965 | $0.29 | $20.00K | 197,310 |
| Meeshanthini Dogan Chief Executive Officer, Director | Sep 6, 2024 | Buy | +68,965 | $0.29 | $20.00K | 1,655,429 |
| Meeshanthini Dogan Chief Executive Officer, Director | Sep 6, 2024 | Buy | +68,965 | $0.29 | $20.00K | 1,655,429 |
| Timur Dogan Chief Technology Officer | Sep 6, 2024 | Buy | +68,965 | $0.29 | $20.00K | 197,310 |
| Robert Philibert Chief Medical Officer, Director | Sep 6, 2024 | Buy | +7,460 | $0.28 | $2.09K | 1,683,867 |
| Robert Philibert Chief Medical Officer, Director | Sep 6, 2024 | Buy | +26,615 | $0.29 | $7.72K | 1,676,407 |
| Meeshanthini Dogan Chief Technology Officer | Sep 6, 2024 | Buy | +68,965 | $0.29 | $20.00K | 197,310 |
| Meeshanthini Dogan Chief Executive Officer, Director | Sep 6, 2024 | Buy | +68,965 | $0.29 | $20.00K | 1,683,867 |
| Oded Levy Director | Mar 31, 2024 | Option exercise | +8,803 | $1.42 | $12.50K | 71,596 |
| James Intrater Director | Mar 31, 2024 | Option exercise | +8,803 | $1.42 | $12.50K | 71,596 |
| Stanley K. Lau Director | Mar 31, 2024 | Option exercise | +8,803 | $1.42 | $12.50K | 100,325 |
| Paul Frederick Burton Director | Mar 31, 2024 | Option exercise | +8,803 | $1.42 | $12.50K | 8,803 |
| Stanley K. Lau Director | Jan 31, 2024 | Option exercise | +917 | $2.18 | $2.00K | 91,522 |
| Oded Levy Director | Dec 31, 2023 | Option exercise | +5,020 | $2.49 | $12.50K | 62,793 |
| Stanley K. Lau Director | Dec 31, 2023 | Option exercise | +5,020 | $2.49 | $12.50K | 90,605 |
| Stanley K. Lau Director | Dec 31, 2023 | Option exercise | +1,606 | $2.49 | $4.00K | 85,585 |
| James Intrater Director | Dec 31, 2023 | Option exercise | +5,020 | $2.49 | $12.50K | 62,793 |
| Brandon Sim Director | Dec 31, 2023 | Option exercise | +5,020 | $2.49 | $12.50K | 62,793 |
| Oded Levy Director | Dec 31, 2023 | Option exercise | +5,020 | $2.49 | $12.50K | 62,793 |
| Stanley K. Lau Director | Oct 31, 2023 | Option exercise | +6,631 | $0.30 | $1.99K | 83,979 |
| Oded Levy Director | Sep 30, 2023 | Option exercise | +36,765 | $0.34 | $12.50K | 57,773 |
| Stanley K. Lau Director | Sep 30, 2023 | Option exercise | +36,765 | $0.34 | $12.50K | 77,348 |
| Stanley K. Lau Director | Sep 30, 2023 | Option exercise | +5,882 | $0.34 | $2.00K | 40,583 |
| Brandon Sim Director | Sep 30, 2023 | Option exercise | +36,765 | $0.34 | $12.50K | 57,773 |
| James Intrater Director | Sep 30, 2023 | Option exercise | +36,765 | $0.34 | $12.50K | 57,773 |
| Oded Levy Director | Sep 30, 2023 | Option exercise | +36,765 | $0.34 | $12.50K | 57,773 |
| James Intrater Director | Sep 30, 2023 | Option exercise | +36,765 | $0.34 | $12.50K | 57,773 |
| Brandon Sim Director | Sep 30, 2023 | Option exercise | +36,765 | $0.34 | $12.50K | 57,773 |
| Stanley K. Lau Director | Aug 31, 2023 | Option exercise | +3,637 | $0.55 | $2.00K | 34,701 |
| Meeshanthini Dogan Chief Executive Officer, Director, 10% owner | Aug 31, 2023 | Buy | +16,481 | $0.55 | $9.06K | 128,345 |
| Timur Dogan Chief Technology Officer | Aug 31, 2023 | Buy | +16,481 | $0.55 | $9.06K | 128,345 |
| Robert Philibert Chief Medical Officer, Director, 10% owner | Aug 28, 2023 | Buy | +100 | $0.57 | $57 | 1,649,792 |
| Robert Philibert Chief Medical Officer, Director, 10% owner | Aug 28, 2023 | Buy | +17,900 | $0.60 | $10.74K | 1,649,692 |
| Meeshanthini Dogan Chief Executive Officer, Director, 10% owner | Aug 25, 2023 | Buy | +1,770 | $0.56 | $991 | 111,864 |
| Timur Dogan Chief Technology Officer | Aug 25, 2023 | Buy | +1,770 | $0.56 | $991 | 111,864 |
| Robert Philibert Chief Medical Officer, Director, 10% owner | Aug 24, 2023 | Buy | +16,000 | $0.60 | $9.60K | 1,631,792 |
| Stanley K. Lau Director | Jul 31, 2023 | Option exercise | +1,653 | $1.21 | $2.00K | 31,064 |
| Stanley K. Lau Director | Jul 1, 2023 | Option exercise | +8,403 | $1.19 | $10.00K | 29,411 |
| Brandon Sim Director | Jun 30, 2023 | Option exercise | +21,008 | $1.19 | $25.00K | 21,008 |
| Stanley K. Lau Director | Jun 30, 2023 | Option exercise | +21,008 | $1.19 | $25.00K | 21,008 |
| Oded Levy Director | Jun 30, 2023 | Option exercise | +21,008 | $1.19 | $25.00K | 21,008 |
| James Intrater Director | Jun 30, 2023 | Option exercise | +21,008 | $1.19 | $25.00K | 21,208 |
| Capital LLC Mana 10% owner | Oct 25, 2022 | Other | −1,565,000 | – | – | 0 |
| Capital LLC Mana 10% owner | Nov 30, 2021 | Other | +75,000 | – | – | 1,565,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.